Natalie M. Hunter
Oakland,TN
Summary
Seasoned professional with a proven track record in Sales Cycle Management and Customer Relationship Management, demonstrated at PenChecks Trust, Inc. Excelled in strategic planning and market analysis, achieving top sales territories. Skilled in fostering robust client relationships and driving business growth through effective account management and business development initiatives.
Overview
19
19
years of professional experience
Work History
Client Service Manager
American Trust Retirement
Oakland, TN
06.2023 - Current
- managed existing and developed new client relationships, identifying risk, and growth opportunities.
- Performed duties and provided service in accordance with established operating procedures and regulations for trust administration.
- Built client relationships by responding to inquires, identifying and assessing client needs, resolving problems and following up with potential and existing clients.
- Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
Office Manager/Paralegal
Huffman Mason, PLLC Attorneys
Somerville, TN
05.2021 - 05.2023
- Overseeing salaries and benefits
- Handling budgets
- Billing and collections
- Managing staff and facilities
- Maintaining the library and office records
- Recruiting attorneys
- Doing legal research
- Coordinating client marketing
HR Benefits Director
Fayette County Public Schools
Somerville, TN
08.2019 - 11.2020
- Developed Onboarding and Exit Strategies
- Liaised with insurance and savings providers on behalf of employees and the company
- Identified and initiated benefit savings opportunities within existing Benefit Programs
- Implemented Benefit Hotline
- Developed guidelines to ensure regulatory compliance with Benefit Offering and FMLA and COVID-19 19 programs
- Assisted employees in benefit programs such as health and retirement savings
- Strategic resource when it can to all financial aspects of the district
Vice President of Business Development
David C. Nanney, CPA, PLLC
Memphis, TN
03.2017 - 03.2019
- Was responsible for business development, implementing sales strategies and initiatives
- Understood a competitive environment and developed strategies to retain and win new business
- Built a repeatable and scalable business development process and established key business metrics, key relationships, and alliances
South Regional Sales Director
PenChecks Trust, Inc.
San Diego, CA
05.2013 - 02.2017
- Achieved regional sales operational objectives by contributing sales information and recommendations to strategic plans and reviews
- Prepared and completed action plans; implemented production, productivity, quality, and customer-service standards; resolving problems
- I was responsible for: completing audits; identifying trends; determining regional sales system improvements-then implementing change
- Met regional sales financial objectives by forecasting requirements; preparing an annual budget; scheduling expenditures; analyzing variances; initiating corrective actions
- Established sales objectives by creating plans and met quota for specific districts in support of objectives
- Maintained and expanded the customer base by: counseling district sales representatives; building and maintaining rapport with key customers; and identifying new customer opportunities
Sales Consultant
First Mercantile/MassMutual (MMT) Retirement Services
Cordova, TN
11.2005 - 05.2013
- Handled $300M portfolio for sales calls to investors and financial planners in five sales territories which were consistently rated the number-one territory in sales volume and in revenue
- Employed data mining and Salesforce to support corporate sales and marketing campaigns creating customer-focused presentations based on business partner profiles and channel focus
- Leveraged new business development training programs to improve staff sales performance
- Worked in conjunction with IT on a project that included technical writing for business partners that successfully transformed diverse requirements into standardized systems
- Coordinated First Mercantile Annual Consultant’s Conference involving 250 attendees
- Created consistent, coherent, enterprise-wide sales communication plans
- Ensured compliance with all existing and new financial policies and procedures
- Interacted with business partners and/or IT staff to define and utilize standard technology architectures and capacity planning in deploying systems and services
Education
University of Pittsburgh
Pittsburgh, PASkills
- Sales Cycle Management
- Business Development
- Customer Relationship Management
- Account/Territory Management
- Market Analysis
- Requirements Analysis
- Presentations
- Sales Forecasting
- Strategic Planning
- Social media
- Benefit Assessment
- Retirement Planning
Training
- Legal and regulatory compliance (i.e.: SOX, Bank Secrecy Act, Privacy Act, US Patriot Act)
- Lean Six Sigma
- Greeley & Associates Sales Presentation Training
- Sales Negotiation Training
- The Oechsli Institute Financial Industry Training
- Advanced Product and Sales Training
References
References available upon request.
Timeline
Client Service Manager
American Trust Retirement
06.2023 - Current
Office Manager/Paralegal
Huffman Mason, PLLC Attorneys
05.2021 - 05.2023
HR Benefits Director
Fayette County Public Schools
08.2019 - 11.2020
Vice President of Business Development
David C. Nanney, CPA, PLLC
03.2017 - 03.2019
South Regional Sales Director
PenChecks Trust, Inc.
05.2013 - 02.2017
Sales Consultant
First Mercantile/MassMutual (MMT) Retirement Services
11.2005 - 05.2013
University of Pittsburgh
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